The Statistics Function of the Federal Reserve Bank of New York will host a training seminar on how to complete the "Report of Foreign Holdings of U.S. Securities, Including Selected Money Market Instruments."
The seminar is designed to educate firms on the reporting requirements. The seminar assumes a familiarity with investment practices and provides a detailed discussion of U.S. securities, together with descriptions and samples of the schedules and other informational tools.
Representatives of the Federal Reserve Bank of New York and the Federal Reserve Board of Governors will describe in detail the methodology of identifying reportable securities, as well as pertinent reporting requirements and the technical requirements for submitting the data.
- U.S. resident custodians who hold U.S. securities for foreign residents
- U.S. resident issuers who issue securities directly to foreign residents
- U.S. resident central securities depositories who hold U.S. securities on behalf of foreign-resident entities
This program is eligible for 4 CPE credits in Specialized Knowledge. Attendance is required.
The Federal Reserve Bank of New York is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on the acceptance of individual courses for CPE credit.
Thursday, June 16
9:00 a.m. - 1:00 p.m.
Federal Reserve Bank of New York
33 Liberty Street
12th Floor Conference Center
New York City